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Maximizing QBI Planning - (2 CE)

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Maximizing QBI Planning

IRS Program #: X9QQU-T-00783-21-O/S
CE: 2
Speaker: Jane Ryder

Maximizing QBI, Section 199A, deductions calls for strong skills related to specific business criteria and business components. Planning, structuring and strategizing for different types of business entities; S-corps, Partnerships, Sole Proprietorships and some trusts, plus rentals, multiple entities, multiple income streams, global income, working within existing limitations of some businesses and carryover losses can offer substantial tax savings for our business clients. Evaluating and comparing options for reporting shareholder, partner, sole proprietor and spousal compensation and benefits such as health insurance and retirement plans plays an important role in maximizing QBI. Plus, what's ahead for QBI audits, after setting your clients up for QBI success be prepared to defend the positions taken in the event of an audit.

Learning Objectives

  • Develop skills to maximize QBI for tax issues unique to S-Corps, Partnerships, LLCs, Sole Proprietors, Rentals, and trusts.
  • Learn QBI strategies related to compensation, health insurance, self-rental, related businesses, multiple income streams, global income and more.
  • Identify best practices to support positions taken to maximize QBI and be prepared to defend QBI in an audit.
Level of Presentation:
  • Intermediate
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

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